Frequently Asked Questions

How do I know which accountant is right for me?

What do I need to bring with me when I file my taxes?

Does your accountant return your calls? Do you feel comfortable asking them a question? Do you feel heard? With the right accountant, the answers should be a resounding "Yes!"

What do I need to bring with me when I file my taxes?

Bring any tax documents sent to you by employers, schools, retirement companies, or banks. If you purchased any items for school or work bring your receipts.

Do I need to sign any contracts?

What do I need to bring with me when I file my taxes?

What forms of payment do you accept?

We do not make our clients sign contracts. Attempting to force a client to stay with us or pay fees to go elsewhere is not how we do business.

What forms of payment do you accept?

How can I trust my personal information at your office?

What forms of payment do you accept?

We accept checks, cash, debit/credit cards, and PayPal. You can pay over the phone.

How can I trust my personal information at your office?

We take security very seriously. Our office network, data, and digital devices are monitored and secured by Harbor Digital Systems, Inc. located in our Maine.

Will you work with my accountant or tax preparer?

How can I trust my personal information at your office?

Of course! We have no problem working with another professional. We strive to make your transition to us as smooth as possible.

Starting a Business?

When should I contact an accountant?

As soon as you start to think about your business, an accountant can help you take the next steps. We can discuss your business's organization, tax purposes and operations, along with target pricing and profit margins.

What are my options for raising money?

Get some impartial advice from an accountant before you consult the bank. A bank will want to see a strong business plan and organized records. Let us help you get ready for your business's next step!

Why can't I do my own bookkeeping?

You can do your books but there are many benefits to having a professional do them for you. At $17.00 a week you can have professional, accurate, and stress-free books and profit/loss reports at your fingertips.